Katherine Strain
Registered Client Associate at Ubs
Based in United States
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Seniority
Staff
Department
Customer/Client Service
Location
United States
Industry
Financial Services
Company size
118K
Contact information
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k•••••••@ubs.com
Phone
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Background
About Katherine Strain
With over 15 years of experience in financial services, I currently serve as a Registered Client Associate at UBS, leveraging my Series 7, Series 63, and insurance licenses. I contribute to client onboarding, streamline day-to-day operations, and support client engagement efforts to ensure seamless service delivery. My professional journey includes roles at Raymond James, Morgan Stanley, and BMO Harris Bank, where I gained hands-on experience in client service and operational coordination. I am committed to fostering strong client relationships and operational excellence in the financial services industry.
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